Connect Heartbeat and Sangam CRM
Integrate Heartbeat with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add user to group in Heartbeat when New Lead Created in Sangam CRM
Create a Group in Heartbeat when New Lead Created in Sangam CRM
Remove User from Group in Heartbeat when New Lead Created in Sangam CRM
Find User in Heartbeat when New Lead Created in Sangam CRM
Create a Channel in Heartbeat when New Lead Created in Sangam CRM
Popular Heartbeat + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Heartbeat
When this happens...
New Event
New Thread
On group join
New User
New Event Rsvp
New or Updated User
Course completed
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Create Lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Add user to group in Heartbeat when New Lead Created in Sangam CRM
Use this flowCreate a Group in Heartbeat when New Lead Created in Sangam CRM
Use this flowRemove User from Group in Heartbeat when New Lead Created in Sangam CRM
Use this flowFind User in Heartbeat when New Lead Created in Sangam CRM
Use this flowCreate a Channel in Heartbeat when New Lead Created in Sangam CRM
Use this flowCreate a Thread in Heartbeat when New Lead Created in Sangam CRM
Use this flowCreate a Comment in Heartbeat when New Lead Created in Sangam CRM
Use this flowCreate a Event in Heartbeat when New Lead Created in Sangam CRM
Use this flowDeactivate User in Heartbeat when New Lead Created in Sangam CRM
Use this flowInvite Users to Heartbeat when New Lead Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Heartbeat and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
New or Updated User
Triggers when a new user joins your community or their information is updated.
Do thisActions
Action is the task that follows automatically within your Heartbeat integrations.
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Remove User from Group
Remove members from a group.
Find User
Find the user by their E-mail id.
Create a Channel
Creates a new Channel in your Heartbeat community.
Create a Thread
Creates a new thread.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Heartbeat and Sangam CRM workflows.
Learn how to automate Heartbeat and Sangam CRM workflows.
Learn how to automate Heartbeat and Sangam CRM workflows.
Learn how to automate Heartbeat and Sangam CRM workflows.
Learn how to automate Heartbeat and Sangam CRM workflows.
Learn how to automate Heartbeat and Sangam CRM workflows.
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About Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Heartbeat and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Heartbeat and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where Heartbeat triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Heartbeat. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Heartbeat and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Heartbeat and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
